7/17/25

Filevine's Client Portal: How to Set Up the Display

Optimizer Jordan shows how to set up various display options within Filevine's Client Portal. She goes over the steps needed to customize the client view, including uploading logos, selecting header colors, and displaying project information.

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Filevine's Client Portal: How to Set Up Forms

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Filevine's Client Portal: What the Firm Sees When Sending & Receiving Messages